GTM β€” ZOOMINFO TECHNOLOGIES INC

Ownership history in Merit Financial Group, LLC  Β·  5 quarters on record

AI Ownership Summary

Merit Financial Group, LLC reported ZOOMINFO TECHNOLOGIES INC (GTM) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows GTM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GTM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Merit Financial Group, LLC's position in ZOOMINFO TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GTM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Merit Financial Group, LLC held GTM β€” position size vs. price
% of Fund (quarterly)    GTM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 16,706 +3,584 +27.3% 0.00% $100K 2026-04-15 $6.15
2025 Q4 REDUCED 13,122 -25,986 -66.4% 0.00% $133K 2026-01-26 $8.91
2025 Q3 REDUCED 39,108 -15,520 -28.4% 0.00% $427K 2025-10-20 $10.47
2025 Q2 ADDED 54,628 +4,614 +9.2% 0.01% $553K 2025-07-22 $10.76
2025 Q1 INITIATED 50,014 β€” β€” 0.01% $500K 2025-04-09 $8.56

FAQ About Merit Financial Group, LLC and GTM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Merit Financial Group, LLC reported owning GTM?

Merit Financial Group, LLC reported GTM across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported GTM position in Merit Financial Group, LLC's portfolio?

The largest reported portfolio weight for GTM was 0.01% in 2025 Q1.

What is the latest reported GTM position on this page?

The most recent filing on this page is 2026 Q1, when Merit Financial Group, LLC reported 16,706 shares, equal to 0.00% of portfolio, with an estimated market value of $100K.

What does the chart on this GTM ownership page compare?

The chart compares Merit Financial Group, LLC's quarterly GTM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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